Bollard Group’s AtriCure ATRC Stock Holding History

Bollard Group’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-200,000	Closed	-$4.47M	–	255
2017 Q3	$4.47M	Hold	200,000	–	–	0.24%	56
2017 Q2	$4.85M	Hold	200,000	–	–	0.26%	56
2017 Q1	$3.83M	Hold	200,000	–	–	0.22%	66
2016 Q4	$3.91M	Buy	200,000 +30,000	+18%	+$544K	0.26%	60
2016 Q3	$2.69M	Buy	+170,000	New	+$2.61M	0.17%	78

Other funds holding ATRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bollard Group's ATRC Position: Q4 2017 in Review

Bollard Group sold out of AtriCure (ATRC) in Q4 2017, closing a stake of 200,000 shares — an estimated $4.47M sold.

Bollard Group first reported a position in ATRC in Q3 2016 and held it in 5 quarters. The position peaked at $4.85M in Q2 2017. 109 funds tracked by Wall St. Rank hold ATRC as of Q4 2017.

Bollard Group reported no remaining AtriCure position as of Q4 2017 after selling out during the quarter.
Bollard Group sold 200,000 AtriCure shares in Q4 2017, an estimated $4.47M.
Bollard Group first reported a position in AtriCure in Q3 2016 and held it in 5 quarters.
Bollard Group's AtriCure position peaked at $4.85M in Q2 2017.
109 funds tracked by Wall St. Rank held AtriCure as of Q4 2017.

Based on Bollard Group's 13F filing for Q4 2017, filed 29 Jan 2018.